CIK: 0001055951
申告総資産額
$50.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIIB | Biogen INC | 株式-ヘルスケア | 4.96% | — | -24.50% | |
| 2 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 4.36% | — | -21.01% | |
| 3 | CELG | Celgene CORP | 株式-その他 | 4.24% | — | -4.15% | |
| 4 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 4.06% | — | +49.20% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.30% | — | -16.05% | |
| 6 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 3.26% | -1.75% | -22.47% | |
| 7 | AMGN | Amgen INC | 株式-ヘルスケア | 2.85% | — | +3.51% | |
| 8 | PBYI | Puma Biotechnology INC | 株式-その他 | 2.73% | — | -9.94% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.58% | +1.58% | NEW | |
| 10 | ✓ | 株式-その他 | 2.50% | — | — | ||
| 11 | CI | The Cigna Group | 株式-ヘルスケア | 2.49% | — | -23.44% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.44% | -2.29% | -25.59% | |
| 13 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.19% | — | -28.81% | |
| 14 | ✓ | Wright Medical Group NV | 株式-その他 | 1.92% | — | -23.41% | |
| 15 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.87% | — | -28.99% | |
| 16 | IMMU | Immunomedics INC | 株式-その他 | 1.73% | — | -15.36% | |
| 17 | ASND | Ascendis Pharma A/S | 株式-その他 | 1.71% | — | — | |
| 18 | CLVSEUR | Clovis Oncology INC | 株式-その他 | 1.70% | — | -17.46% | |
| 19 | BOLDEUR | Audentes Therapeutics INC | 株式-その他 | 1.63% | — | — | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.60% | -1.52% | -19.17% | |
| 21 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 1.51% | -1.56% | -13.20% | |
| 22 | ONC | Beone Medicines Ltd-adr | 株式-その他 | 1.29% | — | -20.73% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.29% | — | -46.53% | |
| 24 | ARRYEUR | Array Biopharma INC | 株式-その他 | 1.23% | — | -46.26% | |
| 25 | SEM | Select Medical Holdings CORP | 株式-その他 | 1.13% | — | -9.04% | |
| 26 | VRAYQ | Viewray INC | 株式-その他 | 1.11% | — | — | |
| 27 | GBTUSD | Global Blood Therapeutics In | 株式-その他 | 1.07% | — | -9.86% | |
| 28 | ✓ | Juno Therapeutics | 株式-その他 | 1.06% | — | -10.11% | |
| 29 | MGLNUSD | Magellan Health INC | 株式-その他 | 1.05% | — | -3.03% | |
| 30 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 1.04% | — | -18.86% | |
| 31 | ✓ | 株式-その他 | 1.02% | — | -67.95% | ||
| 32 | AM6 | Amicus Therapeutics INC | 株式-その他 | 1.01% | — | — | |
| 33 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 1.00% | — | -7.55% | |
| 34 | ✓ | Loxo Oncology INC | 株式-その他 | 1.00% | — | +5345.60% | |
| 35 | ✓ | Mylan N V | 株式-その他 | 0.98% | — | -49.06% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | — | -27.11% | |
| 37 | IRWD | Ironwood Pharmaceuticals INC | 株式-その他 | 0.93% | — | -14.48% | |
| 38 | ILMN | Illumina INC | 株式-ヘルスケア | 0.91% | — | -17.57% | |
| 39 | ✓ | 株式-その他 | 0.87% | — | -20.31% | ||
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | -58.62% | |
| 41 | NVROEUR | Nevro CORP | 株式-その他 | 0.78% | — | +81.41% | |
| 42 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.71% | -1.13% | +172.34% | |
| 43 | CRVS | Corvus Pharmaceuticals INC | 株式-その他 | 0.70% | +0.95% | — | |
| 44 | PIRSEUR | Pieris Pharmaceuticals INC | 株式-その他 | 0.69% | — | — | |
| 45 | ASMB | Assembly Biosciences, Inc. | 株式-その他 | 0.69% | — | +60.16% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | — | -36.97% | |
| 47 | INSYEUR | Insys Therapeutics INC | 株式-その他 | 0.66% | — | -12.39% | |
| 48 | ✓ | 株式-その他 | 0.59% | — | -23.10% | ||
| 49 | INSM | Insmed INC | 株式-ヘルスケア | 0.59% | — | -20.17% | |
| 50 | LKFT | Lakefront Biotherapeutic-adr | 株式-その他 | 0.58% | — | -7.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +1.6% | +49.20% | 増加 |
| 2 | VRAYQ | Viewray INC | +0.6% | — | 変化なし |
| 3 | ASMB | Assembly Biosciences, Inc. | +0.4% | +60.16% | 増加 |
| 4 | VRTX | Vertex Pharmaceuticals INC | +0.3% | -16.05% | 減少 |
| 5 | CI | The Cigna Group | +0.2% | -23.44% | 減少 |
| 6 | ELV | Elevance Health INC | +0.2% | -28.99% | 減少 |
| 7 | EW | Edwards Lifesciences CORP | +0.2% | -19.17% | 減少 |
| 8 | BIIB | Biogen INC | +0.1% | -24.50% | 減少 |
| 9 | ONC | Beone Medicines Ltd-adr | 0% | -20.73% | 減少 |
| 10 | JAZZ | Jazz Pharmaceuticals plc | 0% | -18.86% | 減少 |
| 11 | TMO | Thermo Fisher Scientific INC | 0% | -27.11% | 減少 |
| 12 | A | Agilent Technologies INC | 0% | -28.81% | 減少 |
| 13 | PBYI | Puma Biotechnology INC | -0.1% | -9.94% | 減少 |
| 14 | LLY | Eli Lilly & Co | -0.1% | -25.59% | 減少 |
| 15 | BMY | Bristol-myers Squibb Co | -0.1% | -32.86% | 減少 |
| 16 | ✓ | Mylan N V | -0.1% | -49.06% | 減少 |
| 17 | CRVS | Corvus Pharmaceuticals INC | -0.1% | — | 変化なし |
| 18 | ✓ | -0.1% | -23.10% | 減少 | |
| 19 | IMGNEUR | Immunogen INC | -0.2% | -48.00% | 減少 |
| 20 | MNTA | Momenta Pharmaceuticals INC | -0.2% | -46.62% | 減少 |
| 21 | CLVSEUR | Clovis Oncology INC | -0.2% | -17.46% | 減少 |
| 22 | ✓ | Shire PLC | -0.2% | -45.49% | 減少 |
| 23 | ACHNEUR | Achillion Pharmaceuticals | -0.3% | -37.45% | 減少 |
| 24 | ✓ | Wright Medical Group NV | -0.3% | -23.41% | 減少 |
| 25 | ABBV | Abbvie INC | -0.4% | -46.53% | 減少 |
| 26 | PFE | Pfizer INC | -0.4% | -60.06% | 減少 |
| 27 | MDT | Medtronic plc | -0.4% | -71.08% | 減少 |
| 28 | CELG | Celgene CORP | -0.4% | -4.15% | 減少 |
| 29 | ARRYEUR | Array Biopharma INC | -0.4% | -46.26% | 減少 |
| 30 | UHS | Universal Health Services-b | -0.5% | -73.87% | 減少 |
| 31 | BSX | Boston Scientific CORP | -0.5% | -22.47% | 減少 |
| 32 | GWPH | Gw Pharmaceuticals LTD | -0.5% | -92.09% | 減少 |
| 33 | ✓ | Loxo Oncology INC | -0.5% | +5345.60% | 増加 |
| 34 | ALXN | Alexion Pharmaceuticals INC | -0.5% | -21.01% | 減少 |
| 35 | BMRN | Biomarin Pharmaceutical INC | -0.6% | -86.48% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.6% | -58.62% | 減少 |
| 37 | MRK | Merck & Co. INC. | -0.8% | -33.93% | 減少 |
| 38 | GILD | Gilead Sciences INC | -1% | -72.95% | 減少 |
| 39 | ✓ | -1.1% | -67.95% | 減少 | |
| 40 | INCY | Incyte CORP | — | EXIT | 全売却 |
| 41 | AM6 | Amicus Therapeutics INC | — | NEW | 新規購入 |
| 42 | ✓ | Mallinckrodt PLC | — | EXIT | 全売却 |
| 43 | RYTM | Rhythm Pharmaceuticals INC | — | NEW | 新規購入 |
| 44 | SCPH | Scpharmaceuticals INC | — | NEW | 新規購入 |
| 45 | ✓ | Synergy Pharmaceuticals Inc. | — | EXIT | 全売却 |
| 46 | ONCEEUR | Spark Therapeutics INC | — | EXIT | 全売却 |
| 47 | DVA | Davita INC | — | NEW | 新規購入 |
| 48 | ✓ | Dimension Therapeutics INC | — | EXIT | 全売却 |
| 49 | ACAD | Acadia Pharmaceuticals INC | — | NEW | 新規購入 |
| 50 | ✓ | Arsanis INC | — | NEW | 新規購入 |